+49.0%
CCL vs JBL
+189.2%
-140.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.8% | -2.0% |
| 7D | -4.4% | +4.0% | -8.4% | -6.0% |
| 30D | -18.2% | -7.5% | -10.7% | -15.8% |
| 3M | -17.7% | -14.1% | -3.7% | -13.2% |
| 6M | -13.0% | +25.9% | -38.9% | -23.3% |
| YTD | -24.5% | +36.7% | -61.1% | -36.1% |
| 1Y | -26.9% | +49.0% | -75.9% | -40.9% |
| All | +49.0% | +189.2% | -140.2% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded JBL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling